We offer an opportunity for the right individual to find meaningful work and career growth guiding others in developing and executing generational Financial Life Plans and working in a collaborative environment with other experienced, like minded professionals.
Armor Investment Advisors is looking for its next Financial Advisor and Partner to become part of its unique organizational environment where we partner with HNW clients as trusted stewards to address complex planning challenges and to chart a path for achieving their goals while minimizing risks. This position offers a clear and well defined path to sharing firm ownership.
Job, Essential Functions:
Analyze client objectives, both long-term and short-term. Identify additional unstated needs and objectives, recommend goal-attainment strategies that are both practical and creative.
Conduct financial and estate planning for clients using existing software proficiently, and recommend additional tools.
Understand and communicate investment principles and their application to each client’s investment strategies.
Analyze estate planning documents, financial planning documents, and insurance documents, and recommend changes when needed.
Analyze existing charitable giving strategies and recommend others.
Apply multi-disciplinary knowledge in meeting client needs.
Attract referrals from current clients and from centers of influence.
Respond empathetically to unscheduled client needs and anxieties.
Armor was founded in Raleigh, NC in 2005. We are our client’s trusted steward and put our clients’ best interests first. We sell no products and act as advocates in a fiduciary capacity for our clients. We strive to be proactive, forward-looking, as well as client and solution oriented. We have built our business model to reduce conflicts of interest, always putting ourselves on the same side of ...the table as our clients. It is our belief that acting in our client’s best interest is core to all advice that we give.